Get the free Legacy Giving - Jewish Family Service of the Lehigh Valley

LEGACY GIFT CONFIRMATION Thank you for your promise to provide for future generations and assure the continuity of Jewish services and programs in the Leigh Valley. Please complete this form to confirm

How to fill out legacy giving - jewish

How to fill out legacy giving - jewish

1. Determine your charitable goals and priorities.
2. Identify the organizations or causes that align with your values and beliefs.
3. Consult with a financial advisor or estate planning attorney to discuss your options for legacy giving.
4. Choose the type of legacy gift that best suits your needs, whether it be a bequest in your will, a charitable trust, or another planned giving vehicle.
5. Communicate your legacy giving intentions with the organization(s) you wish to support, ensuring that your wishes are clearly documented and understood.

Who needs legacy giving - jewish?

1. Individuals who wish to leave a lasting impact and support causes that are important to them within the Jewish community.
2. Those who want to ensure their philanthropic efforts continue beyond their lifetime.
3. Families looking to engage in multigenerational giving and pass down their values and traditions through charitable giving.

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What is legacy giving - jewish?

Legacy giving in the Jewish context refers to the practice of making a planned donation or bequest to a charity or organization, often through one's estate, that reflects Jewish values and supports the community or causes important to the donor's heritage.

Who is required to file legacy giving - jewish?

Individuals who make a legacy gift or bequest that exceeds certain thresholds, particularly those involving estate planning or tax considerations, may be required to file specific documentation related to the legacy giving in accordance with Jewish community guidelines and legal requirements.

How to fill out legacy giving - jewish?

To fill out the legacy giving documentation, individuals typically need to provide information about their planned gift, including the type of gift (e.g., cash, property), the beneficiary organization, and any specific conditions or wishes regarding the use of the gift.

What is the purpose of legacy giving - jewish?

The purpose of legacy giving in the Jewish community is to ensure the continuation and support of Jewish values, education, and community services, as well as to provide future generations with the means to thrive and uphold their cultural and religious practices.

What information must be reported on legacy giving - jewish?

The information that must be reported on legacy giving includes the donor's personal details, the amount or value of the gift, the beneficiary organization, any restrictions on the use of the gift, and the date of the planned gift or bequest.